BNY Mellon Global Funds PLC - BNY Mellon Brazil Equity Fund Sterling W Acc

Name
BNY Mellon Global Funds PLC - BNY Mellon Brazil Equity Fund Sterling W Acc
Manager
BNY Mellon Global Management Ltd
Type
Open Ended Investment Company
ISIN
IE00B90P3080
Sector
Specialist
Launched
04/12/2012
OCF
1.07 %
Risk Rating
3
3 Year Sharpe
0.99
3 Year Alpha
1.70
Yield
0.7 %
Benchmark
MSCI Brazil 10/40 NR USD
The Sub-Fund aims to achieve long-term capital growth through investment primarily (meaning at least three-quarters of the Sub-Fund’s total assets) in a portfolio of equity and equity-related securities of companies having their registered office in Brazil or carrying out a preponderant part of their activities in Brazil.
Holding %
Petroleo Brasileiro SA Petrobras Participating Preferred 6.94 %
Vale SA 6.07 %
B2W - Companhia Digital 5.87 %
Metalurgica Gerdau SA Participating Preferred 4.68 %
Banco do Brasil SA BB Brasil 4.47 %
Itausa Investimentos ITAU SA Participating Preferred 4.46 %
B3 SA - Brasil Bolsa Balcao 4.15 %
Atacadao SA 4.07 %
Companhia Brasileira De Distribuicao Participating Preferred 3.77 %
Bank Bradesco SA Participating Preferred 3.56 %
Region %
Latin America 100.00 %
Sector %
Financial Services 25.08 %
Consumer Cyclical 17.21 %
Basic materials 16.09 %
Utilities 10.37 %
Energy 9.99 %
Industrials 8.88 %
Consumer Defensive 6.21 %
Name
BNY Mellon Global Management Ltd
Address
Dublin, Ireland
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

César Santos
Joined 05/02/2017
Rogerio Poppe
Joined 08/31/2007

Rogério Poppe é diretor-executivo da ARX, além de ser responsável pela gestão da estratégia Income. Antes de juntar-se à empresa em 2006, trabalhou como gestor na Opus (2004-2005), Banco CR2 (2003-2004), Banco Modal (2002-2003) e Banco Itaú (2001-2002). Rogério iniciou sua carreira como analista, tendo trabalhado no Banco BBM (1996-2001) e no Banco Graphus (1993-1996). Rogério é graduado em Engenharia Eletrônica pela PUC-Rio (1994) e pós-graduado em Finanças pelo IBMEC (1996). Obteve o certificado de Chartered Financial Analyst (CFA) em 2005.

Data provided by Morningstar.

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